AVP, Business Management

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

Reporting to the Chief of Staff (I&O), the AVP, Business Management will be a key contributor to the operations team through providing business support responsibilities.

Responsibilities:

• Partner with team to build out PPT decks for Board of Directors, Management Committee and Senior management 1:1 materials.

• Research the analytics to develop insights around business and operational performance and work to optimize.

• Track progress of key strategic and operational drivers and optimize management’s data reporting abilities

• Assist with cross-functional projects including measuring progress and driving successful business outcomes

• Own upcoming key meetings and prep

• Own 1:1 materials with Leadership Team

• Assist with context creation and agendas for key internal and external discussions (Chief Technology and Information Officer's Leadership Team Meetings and Offsite Sessions, Management Committee meetings, and Board presentations, etc.)

• Assist with collaborating with Chiefs of Staff

• Assist with maintenance of repository of Top 10 Priorities/Wins

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• A minimum 5 years of Business Operations Support including working to build out strategic PowerPoint decks and running reports in Excel

• 2 + year of technology or financial services experience

• Project and/or change management experience

Core Competencies:

• Comfort level with presenting materials to direct manager up through the Executive level. May need to serve as one of the recognized subject matter experts on the team

• Advanced communication both written and oral and interpersonal skills

• Demonstrate business acumen and the ability to interact with senior leaders, including developing, presenting, and gaining approval on any business cases and funding requests

• Adaptability to manage multiple shifting priorities with tight timelines when there is ambiguity but still drive toward outcomes and course correct when needed

Preferences:

• Experience with MS Office Suite

• Strong metric and analytics background

• High emotional intelligence and business partnership skills

• Strong work ethic and positive attitude

• Self-motivated learner and intellectually curious; ask questions and respectfully challenge status quo in pursuit of process improvement

• Bachelor’s degree in business administration, Information Technology, Finance, or working in a similar capacity

 

Pay Range:

$90,188-$150,313/year
 Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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